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CIK: 0001276853
Total reported value
$742.0M
$742.0M
125 檔
17.2%
During the Q1 2025 filing period, Wilkins Investment Counsel Inc (CIK: 0001276853) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $742.0M across 125 reported positions.
In Q1 2025, Wilkins Investment Counsel Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | Stock-Materials | 4.11% | -1.17% | -1.21% | |
| 2 | ADP | Automatic Data Processing | Stock-Tech | 3.59% | +0.10% | -2.87% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 3.57% | +0.23% | +1.25% | |
| 4 | CB | Chubb Limited | Stock-Financials | 3.56% | -0.07% | +0.36% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.49% | -0.15% | -6.45% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.25% | -0.02% | +3.80% | |
| 7 | CTVA | Corteva Inc | Stock-Materials | 3.23% | -0.22% | -1.31% | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 3.23% | -0.20% | -0.84% | |
| 9 | MMM | 3m Co | Stock-Industrials | 3.19% | +0.13% | +1.20% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.02% | -0.06% | +0.94% | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 2.65% | -0.15% | +1.50% | |
| 12 | BP | Bp Plc-spons Adr | Stock-Energy | 2.57% | -0.83% | -2.07% | |
| 13 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.38% | -0.12% | -10.47% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.35% | -0.45% | +15.73% | |
| 15 | FTNT | Fortinet Inc | Stock-Tech | 2.33% | +0.59% | -5.53% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.31% | +0.05% | +18.65% | |
| 17 | IFF | Intl Flavors & Fragrances | Stock-Materials | 2.30% | +0.05% | +6.08% | |
| 18 | NTRS | Northern Trust CORP | Stock-Financials | 2.23% | +0.31% | +1.10% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 2.15% | +0.04% | +0.76% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.10% | -0.02% | -0.59% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 2.02% | +0.10% | +1.66% | |
| 22 | SLB | Slb LTD | Stock-Energy | 2.00% | -0.32% | +4.13% | |
| 23 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.84% | -1.14% | EXIT | |
| 24 | FAST | Fastenal Co | Stock-Industrials | 1.80% | -0.08% | -2.05% | |
| 25 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.68% | +0.26% | +21.69% | |
| 26 | FFIV | F5 Inc | Stock-Tech | 1.65% | +0.16% | -31.98% | |
| 27 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.64% | -0.15% | -0.55% | |
| 28 | ILMN | Illumina Inc | Stock-Healthcare | 1.57% | +0.67% | +36.32% | |
| 29 | CPAY | Corpay Inc | Stock-Tech | 1.52% | +0.10% | +11.17% | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.44% | — | -0.14% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.37% | +0.45% | +4.03% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 1.34% | +0.10% | -9.84% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 1.27% | -0.12% | +12.99% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.07% | -0.28% | |
| 35 | IT | Gartner Inc | Stock-Tech | 0.93% | — | -1.53% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -1.25% | EXIT | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.89% | +0.48% | -2.83% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | -0.05% | -4.90% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.08% | -6.05% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.03% | -4.54% | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.75% | -0.17% | +3.22% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | -0.16% | -20.53% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | +0.03% | -3.20% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.24% | -0.86% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.05% | -3.32% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.06% | -2.60% | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.45% | -0.05% | -9.20% | |
| 48 | IBTA | Ibotta Inc-cl A | Stock-Other | 0.39% | — | +1608.50% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.07% | -12.61% | |
| 50 | CLX | Clorox Company | Stock-Consumer Staples | 0.37% | -0.07% | +1.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | — | NEW | New buy |
| 2 | ADP | Automatic Data Processing | — | NEW | New buy |
| 3 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 4 | CB | Chubb Limited | — | NEW | New buy |
| 5 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 6 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 7 | CTVA | Corteva Inc | — | NEW | New buy |
| 8 | WMB | Williams Cos Inc | — | NEW | New buy |
| 9 | MMM | 3m Co | — | NEW | New buy |
| 10 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 11 | MDT | Medtronic plc | — | NEW | New buy |
| 12 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 13 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 14 | PEP | Pepsico Inc | — | NEW | New buy |
| 15 | FTNT | Fortinet Inc | — | NEW | New buy |
| 16 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 17 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 18 | NTRS | Northern Trust CORP | — | NEW | New buy |
| 19 | EMR | Emerson Electric Co | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | SYY | Sysco CORP | — | NEW | New buy |
| 22 | SLB | Slb LTD | — | NEW | New buy |
| 23 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 24 | FAST | Fastenal Co | — | NEW | New buy |
| 25 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 26 | FFIV | F5 Inc | — | NEW | New buy |
| 27 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 28 | ILMN | Illumina Inc | — | NEW | New buy |
| 29 | CPAY | Corpay Inc | — | NEW | New buy |
| 30 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 32 | FISV | Fiserv Inc | — | NEW | New buy |
| 33 | AMT | American Tower CORP | — | NEW | New buy |
| 34 | MSFT | Microsoft CORP | — | NEW | New buy |
| 35 | IT | Gartner Inc | — | NEW | New buy |
| 36 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 37 | ACN | Accenture plc | — | NEW | New buy |
| 38 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 39 | AAPL | Apple Inc | — | NEW | New buy |
| 40 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 41 | HSY | Hershey Co/the | — | NEW | New buy |
| 42 | PFE | Pfizer Inc | — | NEW | New buy |
| 43 | UNP | Union Pacific CORP | — | NEW | New buy |
| 44 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 45 | ABT | Abbott Laboratories | — | NEW | New buy |
| 46 | ABBV | Abbvie Inc | — | NEW | New buy |
| 47 | GIS | General Mills Inc | — | NEW | New buy |
| 48 | IBTA | Ibotta Inc-cl A | — | NEW | New buy |
| 49 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 50 | CLX | Clorox Company | — | NEW | New buy |
According to official SEC Form 13F filings, Wilkins Investment Counsel Inc reported a total U.S. public equity portfolio value of $742.0M across 125 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NEM, ADP, IBM) accounted for 17.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NEM
市值: $28.7M
During Q1 2025, Wilkins Investment Counsel Inc's top holdings by market value included NEM (4.1%)、ADP (3.6%)、IBM (3.6%). The largest single position, NEM, represented 4.1% of total portfolio value.
In Q1 2025, Wilkins Investment Counsel Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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